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EAGLE AND THE HAWK FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
EAGLE AND THE HAWK FOUNDATION (EIN 41-1856926)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-10-16
IRS object ID
201922899349100407
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-10-16T13:46:19-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN411834878PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BURR OAK GROUP INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13001 BROADWAY STREET NE STE 640AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55413ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN411856926EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE EAGLE AND THE HAWK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEAGLBusinessNameControlTxt
Phone9525121165PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13001 BROADWAY STREET NE SUITE 640AddressLine1Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55413ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES HARTWELLPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9525121165PhoneNum
Signature2019-10-16SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP01084498PTIN

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address23.90.80.20IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-10-16IPDt
IP Tm13:40:27IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdF51D61F024586543D5DA15D27F555E824E061392AtSubmissionCreationDeviceId
At Submission Filing Device Id4949D25A417832E0855DAFB0CB4C23C516B1A084AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,500,637FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$190,106ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7,256InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7,256InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$87,573DividendsRevAndExpnssAmt
Dividends Net Invst Incm$87,573DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$12,463NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,720GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$29,097OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$3,984OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$301,569TotalRevAndExpnssAmt
Total Net Invst Incm$98,813TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$17,984AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$17,984AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,363TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,338TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$25TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$3,152TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$0TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$99OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$25,598TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,322TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$25TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$200,700ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$200,700ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$226,298TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,322TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$200,725TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$75,271ExcessRevenueOverExpensesAmt
Net Investment Income$76,491NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,881CashBOYAmt
Cash EOY$691CashEOYAmt
Cash EOYFMV$691CashEOYFMVAmt
Sav And Temp Cash Invst BOY$348,512SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$493,698SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$493,698SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$4,351,528OtherInvestmentsBOYAmt
Other Investments EOY$4,283,803OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,006,248OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,702,921TotalAssetsBOYAmt
Total Assets EOY$4,778,192TotalAssetsEOYAmt
Total Assets EOYFMV$4,500,637TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,472,688CapitalStockBOYAmt
Capital Stock EOY$1,472,688CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$3,230,233RetainedEarningBOYAmt
Retained Earning EOY$3,305,504RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,702,921TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,778,192TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,702,921TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,778,192TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,702,921TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$75,271ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,778,192SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,778,192TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
WELLS FARGO CORE BONDP-$17,574-$17,574
POCKETP$92$92
POCKETP-$5,467-$5,467
POCKETP$1,235$1,235
POCKETP$7,531$7,531
CAPITAL GAINS DIVIDENDSP$1,720$1,720$1,720
FieldValueIRS element (for citing)
Capital Gain Net Income-$12,463CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$211,002AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,370,206NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048282DistributionYr1Rt
Adjusted Qlfy Distri Yr2$188,360AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,947,081NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047721DistributionYr2Rt
Adjusted Qlfy Distri Yr3$171,996AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,912,035NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.043966DistributionYr3Rt
Adjusted Qlfy Distri Yr4$168,475AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,839,202NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.043883DistributionYr4Rt
Adjusted Qlfy Distri Yr5$154,825AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,468,571NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.044637DistributionYr5Rt
Total Distribution0.228489TotalDistributionRt
Average Distribution0.045698AverageDistributionRt
Net Vl Noncharitable Assets$4,657,818NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$212,853AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$765NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$213,618AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$200,725QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,530InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,530SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,530TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,007EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$8,007TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$6,477OverpaymentAmt
Applied To ES Tax$6,477AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMNOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHARLES BELL HARTWELLIndividualWithBooksNm
Phone9525121165PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1BROADWAY PLACE RIDGE 3001 BROADWAYAddressLine1Txt
Address Line2STREET NE SUITE 640AddressLine2Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55413ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES BELL HARTWELL
BROADWAY PLACE RIDGE 3001 BROADWAYST NE STE 640MINNEAPOLISMN55413CHIEF EXECUTIVE OFFICER0.00$0$0$0
MAUREEN PELTON
BROADWAY PLACE RIDGE 3001 BROADWAYST NE STE 640MINNEAPOLISMN55413CHIEF FINANCIAL OFFICER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,381,808AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$346,941AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,728,749TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,728,749AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$70,931CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,657,818NetVlNoncharitableAssetsAmt
Minimum Investment Return$232,891MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$232,891MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,530TaxBasedOnInvestmentIncomeAmt
Total Tax$1,530TotalTaxAmt
Distributable Before Adj$231,361DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$231,361DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$231,361DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$200,725ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$200,725QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$200,725AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$231,361DistributableAsAdjustedAmt
Undistributed Income PY$93,540UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$200,725QualifyingDistributionsAmt
Applied To Year1$93,540AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$107,185AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$124,176UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHARLES BELL HARTWELLRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1BROADWAY PLACE RIDGE 3001 BROADWAYAddressLine1Txt
Address Line2STREET NE STE 640AddressLine2Txt
CityMINNEAPOLISCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55413ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9525121165RecipientPhoneNum
Form And Info And MaterialsPAST AND PRESENT INFORMATION ABOUT THE APPLICANT, BUDGET, PROJECTIONS, USE OF FUNDS, OTHER FUND RAISING EFFORTS, TAX EXEMPTION LETTER, ETC.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BLAKE SCHOOL
110 BLAKE ROAD SOUTHHOPKINSMN55343PUBLIC CHARITYTHE BLAKE SCHOOL TEACHES STUDENTS TO THINK CRITICALLY, ENGAGE ACTIVELY IN THEIR LEARNING AND CHALLENGETHEMSELVES BOTH INSIDE AND OUTSIDE THE CLASSROOM THROUGH ACADEMICS, ARTS AND ATHLETICS.$1,500
BROWN UNIVERSITY
110 ELM STREETPROVIDENCERI02912PUBLIC CHARITYEDUCATION$20,000
CEL EDUCATION FUND
1330 BROADWAY 3RD FLOOROAKLANDCA946122503PUBLIC CHARITYPOWERFUL COMMUNITIES PROGRAM AND FISCAL SPONSORSHIP, INNOVATION, COLLABORATION$25,000
CIVIC NATION
1415 CHAPIN STREET NW-SUITE 208WASHINGTONDC20009PUBLIC CHARITYSEEKS TO REFRAME THE CONVERSATION SURROUNDING SEXUAL ASSAULT$10,000
FRIENDS OF THE DESERT
51500 STATE HIGHWAY 74PALM DESERTCA92260PUBLIC CHARITYFRIENDS OF THE DESERT MOUNTAINS PRESERVES LAND, TO SUPPORT EDUCATION, CONSERVATION AND RESEARCH IN THECOACHELLA VALLEY, AND ACTS AS THE SUPPORT ORGANIZATION FOR THE SANTA ROSA AND SAN JACINTO MOUNTAINSNATIONAL MONUMENT.$5,000
HOLISTIC LIFE FOUNDATION
2008 N SMALLWOOD STBALTIMOREMD21216PUBLIC CHARITYHOLISTIC LIFE MIND$10,000
IGNITE
510 16TH STREETOAKLANDCA94612PUBLIC CHARITYTO BUILD A MOVEMENT OF YOUNG WOMEN WHO ARE READY AND EAGER TO BECOME THE NEXT GENERATION OF POLITICAL LEADERS.$15,000
INWARD BOUND
199 SUDBURY ROAD SUITE 2CONCORDMA01742PUBLIC CHARITYINWARD BOUND OFFERS IN]DEPTH MINDFULNESS PROGRAMMING FOR YOUTH AND THE PARENTS AND PROFESSIONALSWHO SUPPORT THEM.$500
MIND AND LIFE INSTITUTE
7007 WINCHESTER CIRCLE SUITE 100BOULDERCO80301PUBLIC CHARITYSTUDIES HUMAN MIND$15,250
MINNEAPOLIS PARKS
2117 WEST RIVER RD NMINNEAPOLISMN55411PUBLIC CHARITYPARK AND RECREATION BOARDURBAN PARK SYSTEM RECREATION$500
MINNESOTA PUBLIC RADIO
45 EAST SEVENTH STREETST PAULMN55101PUBLIC CHARITYENRICH THE MIND AND NOURISHES THE SPIRIT$1,200
MN NOW - WOMEN'S MARCH MINNESOTA
5865 NEAL AVE N SUITE 242STILLWATERMN55082PUBLIC CHARITYWOMEN'S MARCH MINNESOTA HARNESSES THE POWER OF WOMEN AND THEIR COMMUNITIES TO CREATETRANSFORMATIVE SOCIAL CHANGE.$1,000
NEO PHILANTHROPY
45 WEST 36TH STREET 6TH FLOORNEW YORKNY10018PUBLIC CHARITYNEO PHILANTHROPY IS COMMITTED TO BUILDING STRONG SOCIAL JUSTICE MOVEMENTS THAT BRIDGE THE GAP BETWEENFUNDERS AND THE ORGANIZATIONS DOING THEIR WORK.$15,750
PATHWAYS MINNEAPOLIS
3115 HENNEPIN AVENUEMINNEAPOLISMN55408PUBLIC CHARITYRESOURCES AND SERVICES FOR PEOPLE WITH LIFE-THREATENING ILLNESS$1,000
PLANNED PARENTHOOD
671 VANDALIA STREETST PAULMN55114PUBLIC CHARITYAFFIRM HUMAN RIGHT TO REPRODUCTIVE HEALTH AND FREEDOM$36,500
PROJECT FOR PRIDE IN LIVING
1035 EAST FRANKLIN AVENUEMINNEAPOLISMN55404PUBLIC CHARITYDEDICATED TO ENPOWERING LOW-INCOME PEOPLE TO BECOME SELF-RELIANT THROUGH INTEGRATED SERVICES$1,000
RANCHA LA QUINTA COUNTRY CLUB EDUCATION
3700 6TH STREET SUITE 200RIVERSIDECA92501PUBLIC CHARITYRANCHO LA QUINTA COUNTRY CLUB EDUCATION FUND WAS ESTABLISHED TO SUPPORT EDUCATIONAL OPPORTUNITIES FORTHE STAFF AT RANCHO LA QUINTA COUNTRY CLUB IN LA QUINTA, CA AS WELL AS THEIR DEPENDENTS.$2,000
SEARCH INSTITUTE
3001 BROADWAY ST NE SUITE 310MINNEAPOLISMN55413PUBLIC CHARITYSEARCH INSTITUTE CREATES TOOLS AND RESOURCES THAT HELP SCHOOLS, YOUTH PROGRAMS, AND FAMILIES FORM ANDSTRENGTHEN DEVELOPMENTAL RELATIONSHIPS WITH AND AMONG YOUNG PEOPLE.$5,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUEMONTGOMERYAL36104PUBLIC CHARITYTO HELP FIGHT HATE AND BIGOTRY AND TO SEEKING JUSTICE FOR THE MOST VULNERABLE MEMBERS OF SOCIETY.$2,000
TIMES UP LEGAL DEFENSE FUND - NATIONAL WOMENS LAW CENTER
11 DUPONT CIRECLE NW SUITE 800WASHINGTONDC20036PUBLIC CHARITYTHE NATIONAL WOMEN'S LAW CENTER FIGHTS FOR GENDER JUSTICE IN THE COURTS, IN PUBLIC POLICY, AND IN OURSOCIETY WORKING ACROSS THE ISSUES THAT ARE CENTRAL TO THE LIVES OF WOMEN AND GIRLS.$1,500
UNIVERSITY OF WISCONSIN FOUNDATION
1848 UNIVERSITY AVENUEMADISONWI53726PUBLIC CHARITYEDUCATION$25,000
US NATIONAL COMMITTE FOR UN WOMENN
2345 CRYSTAL DRIVE SUITE 301ARLINGTONVA22202PUBLIC CHARITYUN WOMEN IS THE UNITED NATIONS ENTITY RESPONSIBLE FOR PROMOTING WOMEN'S EMPOWERMENT AND GENDEREQUALITY.$1,000
WILDCAT SANCTUARY
PO BOX 314SANDSTONEMN55072PUBLIC CHARITYNATURAL SANCTUARY TO WILD CATS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$200,700TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,256ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$87,573ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$29,097ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion-$12,463ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$111,463ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$111,463TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
CHARLES H BELL CHARITABLE LEAD ANNUITY TRUST
13001 BROADWAY STREET NE SUITE 640MINNEAPOLISMN55413$173,876Yes (X)
CHARLES H BELL CHARITABLE LEAD ANNUITY TRUST 2
23001 BROADWAY STREET NE SUITE 640MINNEAPOLISMN55413$16,230Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING FEES$15,723$15,723$0
POCKET LLC$2,261$2,261$0

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (24 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EATON VANCE PARAMETRICAT COST$516,000$489,975
FMI INTERNATIONAL FUNDAT COST$100,000$84,884
ISHARES MSCI EAFE INDEX FUNDAT COST$514,842$543,068
ISHARES RUSSELL 1000 ETFAT COST$721,170$849,476
ISHARES RUSSELL 2000 INDEX FUNDAT COST$263,713$390,452
PIMCO LOW DURATIONAT COST$207,643$197,385
ISHARES CORE US AGGREGATE BOND ETFAT COST$634,847$638,514
BUY THE CHANGEAT COST$10,020$10,020
ENDOVOAT COST$25,000$25,000
EUROPEAN SECONDARY OPPORTUNITESAT COST$54,992$33,909
FEG ABSOLUTE ACCESS FUNDAT COST$318,000$296,687
FUNDAMENTAL PARTNERS MUNICIPAL TRUSTAT COST$51,500$27,212
HARRISON STREET REAL ESTATE PARTNERSAT COST$77,873$11,719
INTERNATIONAL FARMLAND TRUSTAT COST$50,000$38,328
J.P. MORGAN REITAT COST$8$8
J P MORGAN REAL ESTATEAT COST$109,503$163,846
PINEBRIDGE STRUCTURED CAPITALAT COST$122,248$42,265
PRIVATE OPP FD IVAT COST$2,400$2,400
SIGHTLINE HEALTHCARE OPPORTUNITYAT COST$65,000$51,045
SPECIAL CREDIT OPPORTUNITYAT COST$122,520$47,913
WAYZATA OPPORTUNITY FUND II, LLCAT COST$97,125$3,147
WAYZATA OPPORTUNITY FUND, LLCAT COST$73,230$230
WESTLY CAPITAL IIAT COST$76,169$48,594
WESTLY CAPITALAT COST$70,000$10,171

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$99RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
POCKET LLC$3,984$3,984$3,984
PARTNERSHIP INCOME$25,113$0$25,113

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAXES - FILING FEE$25$0$25
BURR OAK GROUP INC.$4,137$4,137$0
POCKET LLC$201$201$0

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